海通国际ESG&电新&公用美国新能源发展现状New Energy Development Status in the United States杨斌 Bin YANG, bin.yang@htisec.com2023年8月28日本研究报告由海通国际分销,海通国际是由海通国际研究有限公司,海通证券印度私人有限公司,海通国际株式会社和海通国际证券集团其他各成员单位的证券研究团队所组成的全球品牌,海通国际证券集团各成员分别在其许可的司法管辖区内从事证券活动。关于海通国际的分析师证明,重要披露声明和免责声明,请参阅附录。(Please seeappendix for English translation of the disclaimer)Equity – Asia Research1For full disclosure of risks, valuation methodologies and target price formation on all HTI rated stocks, please refer to thelatest full report on our website at equities.htisec.com团队介绍—聚焦海外客户,覆盖A股、港股与美股2电新光伏风电储能&锂电电网氢能发电集团城市燃气公用ESG环境保护社会责任公司治理海通国际ESG&电新&公用团队覆盖范围For full disclosure of risks, valuation methodologies and target price formation on all HTI rated stocks, please refer to thelatest full report on our website at equities.htisec.com3目录01/美国能源总体规划New energy development plan in the U.S.02/美国电力与电网格局Electricity and the power grid in the U.S.03/美国新能源产业链现状Current situation of the new energy industry chain in the U.S.04/中美新能源市场的共生关系The symbiotic relationship between China and the US newenergy market05/中美新能源产业发展对比Comparison of new energy industry development between China and the U.S.For full disclosure of risks, valuation methodologies and target price formation on all HTI rated stocks, please refer to the latest full report on our website at equities.htisec.com美国能源总体规划New Energy Development Plan in the U.S.For full disclosure of risks, valuation methodologies and target price formation on all HTI rated stocks, please refer to thelatest full report on our website...